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Overview
S
tarting
Wall
board Dir
ector
1
ShoreT
el Enterprise Contact Center
Shor
eT
el Contact Center Supervisor Guide
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ShoreTel Enterprise Contact
1
Center 8 Supervisor Guide
1
Table of Contents
3
Before You Start
6
Marking Meaning
7
Overview
8
Contact Center Reports
9
Wallboard Director
9
Terminology
9
Overview Terminology
10
Starting Agent Manager
11
Starting Wallboard Director
12
Monitoring Activity
14
Monitoring Customer Calls
15
Monitoring Chat Sessions
16
About Real-Time Reports
17
Using Thresholds
18
Real-Time Report Templates
18
Template Subjects
19
Daily Summary Templates
19
Hourly Summary Template
20
Real-Time Templates
20
Creating Real-Time Reports
21
Saving Real-Time Reports
22
Modifying Real-Time Reports
23
Setting the Refresh Rate
25
Saving a Workspace
25
Analyzing Trends
26
About Historical Reports
27
Predefined Templates
28
Blank Templates
29
Template
31
Launching the Open Window
32
Opening a Predefined Template
33
Customizing a Template
35
Creating a Formula Field
36
Rearranging Data Fields
37
Filtering Fields
37
Sorting Fields
37
Editing Text
38
Modifying Text Font
38
Specifying Text Color
38
Generating a Report
40
Manually Generating a Report
41
Opening a Blank Template
44
Adding Fields to the Template
44
Customizing a Blank Template
45
Filtering Fields in a Report
46
Sorting Fields in a Report
46
Magnifying a Report
46
Printing Reports
46
Exporting Report Data
47
Managing Scheduled Reports
48
Data on Deleted Agents
50
Measuring Email Queue Time
51
Communicating with Agents
52
Message Editor Window
53
General Parameters
55
Currently in Queue
55
Changing the Message Colors
57
The Wallboard Window
58
Changing Threshold Colors
59
Scenario Tab
60
Pop-Up Tab
61
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